Dafinchi AI

WBD

Consumer

Warner Bros. has the largest TV and motion picture library globally, providing a long-cycle revenue stream.
The company has intentionally sold less content into streaming and traditional markets this year to prioritize growth and asset value.
Management emphasized that maintaining exclusive, high-quality properties at HBO Max is key to differentiating and driving subscriber growth.

NYT

Consumer

Added approximately 230,000 net new digital subscribers, reaching 11.9 million total.
Further progress toward the 15 million subscriber goal, with a target of 2027.
Over 50% of subscribers now on bundles or multiple products, indicating higher engagement and lifetime value.
Digital subscription revenue increased over 15%, driven by increased engagement and value-added content.

PARA

Consumer

Adjusted OIBDA for the company was $824 million, with D2C segment adjusted OIBDA improving sixfold to $157 million.
Direct-to-consumer (D2C) revenue increased 15% year-over-year to $2.2 billion, driven by Paramount+ subscription revenue growth of 22%.
Filmed Entertainment revenue increased 2% to $690 million but reported an adjusted OIBDA loss of $84 million, worse than the prior year.
Free cash flow improved to $114 million despite $70 million in restructuring and cost reduction payments.
Total company revenue grew 1% year-over-year to $6.8 billion in Q2 2025.
TV Media segment revenue was $4 billion with OIBDA of $853 million; advertising revenue declined 4% year-over-year.

DIS

Consumer

Management discussed the importance of creating new IP while leveraging existing franchises, emphasizing a balanced approach.
The company is investing in original content under the 20th Century Fox and Searchlight banners to diversify its portfolio.
There is a focus on international markets, with increased content spend aimed at growing engagement and subscriptions abroad.
While current DTC margins are around 6%, management sees significant potential to accelerate content investment to gain market share and improve long-term profitability.

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